Odoo, a widely-used open-source enterprise resource planning (ERP) and business management software, provides a plethora of features suitable for businesses across various scales. With the unveiling of Odoo 17, it's imperative to delve into the enhancements and modifications introduced in the community edition of the software.
In this blog post, we'll delve into the significant improvements and updates found in Odoo 17 CE, simplifying the management of your business operations and fostering growth. Let's delve into how Odoo 17 Community Edition can streamline your tasks and contribute to your business's success.
Look & Feel
In Odoo 17 Community Edition, there's been a notable focus on enhancing the interface's overall appearance and user experience, which includes refining templates and buttons. The default templates for different modules and documents have been revamped to reflect modern design aesthetics. Whether you're generating invoices, quotes, or marketing materials, you'll encounter sleeker, more polished templates for your tasks.
Search Bar
In Odoo 17, the search interface has been extensively redesigned, showcasing a fresh and enhanced appearance.
Draggable Wizard
The "Draggable Wizard" is a user interface functionality enabling users to relocate and adjust the position of a wizard dialog box on their screen through simple click-and-drag actions.
Key Selection
In Odoo 17, data selection has been enhanced for convenience and efficiency with the introduction of Shift key functionality. This feature enables users to easily select multiple items or records within the application, improving usability and workflow.
Revenue
1. Product Catalog: In the sales module, products can be smoothly chosen from the available catalog feature on the interface, facilitating the easy addition of multiple items to the order line. This process mirrors the user-friendly experience often found in e-commerce shopping platforms.
2. Reporting: The sales module now incorporates additional reports covering various facets of sales data analysis, such as sales figures, salesperson performance, product insights, and customer-centric information, among others.
Stock
1. Dropshipping: In the inventory module, a significant addition is the integration of the dropshipping feature, conveniently accessible within the operations section. This improvement enhances the efficiency and fluidity of the supply chain management process.
2. Transfers: Previously, all inventory movements were grouped and documented under the "Transfers" menu. However, in Odoo 17, each type of inventory movement now has its own dedicated menu within the "Transfer" section, ensuring a more structured and precise management approach.
Billing
1. Reporting: In the invoicing module, a significant addition is the introduction of an additional report titled "Analytic Reporting." This report delivers advanced insights and analytics, furnishing valuable information to support more informed decision-making in financial affairs.
2. Bank Accounts: Within the "Vendors" menu, a valuable new feature has been introduced for viewing integrated bank accounts within the system. This functionality offers a convenient method to access bank transaction details, promoting transparency and improving comprehension of financial activities.
Staff
1. Remote Work: Odoo 17 now enables you to specify remote work preferences for individual employees, accompanied by the addition of specialized reports. This feature also updates presence indicators to indicate the remote work status of each employee.
2. Contract Expiration: Odoo 17 introduces a new option for users to specify both the "Contract Expiration Notice Period" and the "Work Permit Expiration Notice Period." This enhancement grants organizations increased oversight in managing employee contracts and work permits, ensuring timely notifications and adherence to expiration dates. This addition proves invaluable in human resources and compliance management, streamlining administrative tasks and assisting businesses in maintaining organization and legal compliance.
3. Organizational Chart: Another standout feature within the employee module is the implementation of the "Org Chart." This feature furnishes detailed insights into the organizational layout of your company. It presents a visual depiction of the interconnectedness between departments, teams, and individuals, facilitating user comprehension and navigation of the organizational hierarchy.
CRM
1. Activity Planning: Within Odoo 17's CRM module, a recent addition empowers users to schedule lead activities. This functionality facilitates strategic scheduling and oversight of activities associated with potential leads and opportunities. Through effective activity planning, sales teams can elevate their interactions with prospects, boost conversion rates, and uphold a structured and efficient approach to lead management.
POS
1. Kiosk Mode: Within Odoo 17's Point of Sale (POS) module, a significant enhancement is the implementation of "Kiosk Mode." This functionality enables customers to conveniently initiate their orders by scanning a QR code, streamlining the ordering process.
2. Product Bundles: In Odoo, the "Product Combos" feature permits customers to opt for specific items from a predetermined package or combination at a discounted rate. This functionality offers customers the freedom to select products that suit their preferences while benefiting from cost savings on bundled items.
Generate a new product categorized as "combo" under product type.
Select the combo options in the product setup.
When choosing the product, the combo options will appear, enabling us to select the item at the discounted price.
At Technaureus, we take pride in leading the way in Odoo implementation, harnessing the capabilities of Odoo 17 Community Edition to drive business success. With our commitment to excellence and specialized knowledge, we deliver customized solutions that revolutionize organizational management. Explore the seamless collaboration between Technaureus and Odoo 17, unlocking new avenues for business expansion. As an Official Odoo Certified Partner and recipient of Odoo Awards, our dedication and proven track record in delivering cutting-edge solutions have earned us these esteemed recognitions. Trust in Technaureus' expertise and experience to optimize your business processes and achieve your goals.